TURNING POINT ENDOWMENT INC (EIN 821225311) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

ERIKA KIRK

Phone

8448721776

Tax Period

2024-07-01 to 2025-06-30

TURNING POINT ENDOWMENT INC, founded in 2017, is a community nonprofit in the Human Services sector that reported $5.3M in total revenue in fiscal year 2024. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.8M, a strong 90% operating margin.

Mission

TURNING POINT ENDOWMENT IS A SUPPORTING ORGANIZATION TO TURNING POINT USA. THE ORGANIZATION'S MISSION IS TO SUPPORT AND BENEFIT TURNING POINT USA'S CHARITABLE PURPOSES AND LONG-TERM VITALITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,650,000

Program Service Revenue $0

Investment Income $1,586,186

Other Revenue $51,000

TOTAL REVENUE $5,287,186

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $288,801

Other Expenses $533,297

TOTAL EXPENSES $533,297

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,287,186	$3,459,607	+0.5%
Expenses	$533,297	$1,646,928	-0.7%
Net Income	$4,753,889	$1,812,679	+1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$661,342

Total Directors

$390,637

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER THERON	DIRECTOR	1.00	Director	$0	$0	$0
JIM HOLDEN	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
CHARLIE KIRK	PRESIDENT	1.00	Officer Director	$0	$5,778	$390,637
JUSTIN OLSON	ASSISTANT TREASURER	1.00	Officer	$0	$5,811	$270,705
FRANK CARNI II	ASSISTANT SECRETARY	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$5,287,186	$533,297	$80,982,834	$4,753,889
2024	No data	No data	No data	No data
2023	$1,980,990	$498,704	$61,010,081	$1,482,286
2022	$12,624,532	$398,791	$55,992,781	$12,225,741
2021	$19,493,649	$276,819	$48,133,288	$19,216,830
2020	$16,576,350	$106,452	$23,516,605	$16,469,898
2019	$7,006,427	$1,663,121	$7,179,148	$5,343,306
2018	$14,858	$4,033	$1,782,707	$10,825

TURNING POINT ENDOWMENT INC